Tax law moves fast. Your tax professional needs to move faster.
Individuals and business owners don’t have many tax similarities, but they share a common problem: Tax-law changes over the past decade have created significant opportunities for clients to lower their tax bills, but many tax professionals fail to position them to capture those savings.
Most people know they need detail-oriented tax and accounting services. What they frequently don’t realize is the importance (and benefit) of forward-thinking planning as part of a more comprehensive suite of tax solutions.
That’s where Sequoia Ridge CPAs comes in.
We are a full-service accounting, tax, and planning firm that specializes in high-net-worth individuals and small- to midsize businesses. Whether your needs are as simple as tax prep and filing, or as involved as multiyear tax planning and fractional CFO services, we can meet those needs.
And no matter your desired level of service, we’ll provide you with a level of personal attention that only an independent tax firm can provide.
Meet the Sequoia Ridge Team
Riley Adams, CPA
Riley originally hails from New Orleans, Louisiana, but has lived in the Bay Area since 2019. He has been a CPA since 2018 and previously held financial roles at Entergy Corporation and Google.
As a partner at Sequoia Ridge CPAs, Riley specializes in tax, accounting and business services, with a strong affinity for tax planning and optimization. He also can provide individuals with comprehensive financial planning and investment advisory services to help them build and preserve their wealth. He takes a holistic view of finances and believes in providing a centralized strategy for all financial needs.
Daniel M. Kavanaugh, CPA
Dan is a local native to the Bay Area. He has been a CPA for over 40 years and during this time he has consulted with hundreds of small to medium size businesses in the area of taxation, profit enhancement, streamlining business operations and outsourcing of business functions. Along this journey he has encountered and obtained expertise in numerous industries, including but not limited to, medical, transportation, construction, sales, consulting, legal, and real estate.
For 15 years, Dan being a QuickBooks ProAdvisor has consulted on QuickBooks amongst his wide and varied client base. We use QuickBooks every day in our own outsourced bookkeeping division, and for all of our business ventures.
Dan is also the Founder and CEO of MedAccount Services Co. Inc. MedAccount is a full service billing/collection and practice management company for physicians.